In Case You Missed It: Heartland Express Update
Berkshire Goes Deeper Into Japan
Word Bubble Fun
A 100-word word bubble using Greg Abel’s inaugural CEO letter.
Is the Value Premium Dead?
AM Best Upgrades Cap Specialty
Interesting to note the unit is invested 100% in Treasuries
Diverging Fortunes of Novo Nordisk and Eli Lilly
Speaking of GLP1s…
Possible Catalyst for Medifast?
Steamboat Capital disclosed a 5% stake in the company and will get two board seats as part of a “cooperation agreement”. As part of this agreement, Steamboat agreed not to launch a proxy fight until three months after the 2027 annual meeting.
Timelapse of the Tech Sector
This week in Berkshire History
Nothing this week!
That’s it for this week. Hit reply and let me know what you think. What have you been reading that’s worth sharing? Let me know in the comments.
Stay Rational!
Adam
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